Doctor Wealth - Mutual Fund Distributors
Member since Jun 28, 2013
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About Me
Doctor Wealth is a leading and one of the most active investment advisory, financial planning, wealth management, financial research & training provider in Ranchi. Since its inception in 2004, the house has been on the path of continuous growth. We are currently managing portfolios for all categories of investors from various level of the society, ranging from high profile government officials & corporate personnel, successful professionals and entrepreneurs, eminent business owners and NRI.
We believe in working in association with our clients in order to find out about their plans, needs, risk profiles and target which helps us in designing an investment portfolio that suits perfect.
Key Person:
Dr. Manish Kumar
Certified Portfolio Manager cum Certified Financial Planner CM Professional cum Chartered Financial Goal Planner
(MCA, MBA, PGDIA, Ph.D., CFPCM, CFGP, GPS-A, Pursuing CIIA- Switzerland)
Please visit www.drwealthonline.com
About Work Experience
Job Profile: Financial Advisory, Personal Financial Planning, Wealth Management, Portfolio Management & Training
Experience & Qualification
Qualification
MBA, PGDIA, Ph.D., CFGP, ..
Experience as an Advisor
15 Years
Total work Experience
15 Years
Services and Advisory Offered
Mutual Fund
Life Insurance
General Insurance
Certified Financial Planner (CFP)
Portfolio Management Schemes
NPS (National Pension Scheme)
IPOs, Bonds & NCDs
Financial Education Providers
Gold Saving Plans
Will Writing Services
Technical & Research Analysis
Fixed Deposits
Affiliations
- Please visit www.drwealthonline.com
Awards & Recognition
-
Received various Awards & Recognitions
Address
Doctor Wealth
Manju Niwas 22A Opp DR Amit Mukherjee Clinic,
East Jail Road, Tharpakhna,
Tharpakhna,
Ranchi,
Jharkhand, 834001
LICENSE
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Mutual Fund -
ARN No.
11111111 - Validity -
01-01-2050
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